We are live on ! Find out more
CRM icon

Salesforce

3,102 hedge funds and large institutions have $261B invested in Salesforce in 2024 Q4 according to their latest regulatory filings, with 592 funds opening new positions, 1,194 increasing their positions, 1,027 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

580% more first-time investments, than exits

New positions opened: 592 | Existing positions closed: 87

77% more funds holding in top 10

Funds holding in top 10: 75133 (+58)

25% more capital invested

Capital invested by funds: $209B → $261B (+$52B)

17% more funds holding

Funds holding: 2,6483,102 (+454)

16% more repeat investments, than reductions

Existing positions increased: 1,194 | Existing positions reduced: 1,027

1.07% more ownership

Funds ownership: 79.91%80.97% (+1.1%)

1% less call options, than puts

Call options by funds: $7.3B | Put options by funds: $7.36B

Holders
3,102
Holders Change
+454
Holders Change %
+17.15%
% of All Funds
40.85%
Holding in Top 10
133
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+77.33%
% of All Funds
1.75%
New
592
Increased
1,194
Reduced
1,027
Closed
87
Calls
$7.3B
Puts
$7.36B
Net Calls
-$59.5M
Net Calls Change
-$6.41M
Name Holding Trade Value Shares
Change
Change in
Stake
WSWA
2551
Warren Street Wealth Advisors
California
$300K +$10.9K +34 +4%
SPF
2552
South Plains Financial
Texas
$300K +$286K +896 New
HP
2553
Holistic Planning
Texas
$299K +$1.92K +6 +0.7%
AA
2554
Apriem Advisors
California
$299K +$285K +894 New
BSSFA
2555
Baron Silver Stevens Financial Advisors
Florida
$298K
DF
2556
Dunhill Financial
United Kingdom
$297K +$159K +498 +128%
RAS
2557
RPS Advisory Solutions
Kentucky
$297K -$4.79K -15 -2%
RF
2558
Rossby Financial
Florida
$295K +$282K +883 New
WF
2559
Whelan Financial
California
$295K +$282K +883 New
BFS
2560
Burkett Financial Services
South Carolina
$295K -$30.6K -96 -10%
SGAM
2561
Smith Group Asset Management
Texas
$294K +$281K +880 New
BWP
2562
BlueStem Wealth Partners
Minnesota
$294K +$281K +879 New
RWM
2563
Rialto Wealth Management
New York
$293K +$280K +877 New
JAG
2564
Journey Advisory Group
Kentucky
$293K
MCC
2565
Money Concepts Capital
Florida
$293K +$40.5K +127 +17%
WA
2566
Wealth Architects
California
$292K -$112K -351 -29%
SNBOSD
2567
Security National Bank of So Dak
Iowa
$292K
GGA
2568
Granite Group Advisors
Connecticut
$292K -$3.51K -11 -1%
HWM
2569
Hobbs Wealth Management
Indiana
$291K +$278K +871 New
OPA
2570
Old Port Advisors
Maine
$290K +$27.1K +85 +11%
RGI
2571
River Global Investors
United Kingdom
$290K -$690K -2,163 -71%
CFSG
2572
Clark Financial Services Group
Missouri
$290K -$2.55K -8 -0.9%
TWP
2573
Tower Wealth Partners
Pennsylvania
$290K -$4.15K -13 -1%
ST
2574
Somerset Trust
Pennsylvania
$290K +$276K +866 New
AM
2575
Account Management
Massachusetts
$289K

CRM Hedge Fund Activity: Q4 2024 in Review

3,102 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Salesforce (CRM) for Q4 2024, worth a combined $261B — up 25% from $209B a quarter earlier.

Buyers outnumbered sellers: 592 funds opened new CRM positions and 87 closed out — a net gain of 505 holders — while 1,194 added to existing stakes and 1,027 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.46B. The largest seller was T. Rowe Price Investment Management, cutting an estimated $1.26B.

  • 3,102 institutional investors held Salesforce (CRM) as of Q4 2024, up from 2,648 in Q3 2024.
  • Funds reported $261B of Salesforce stock for Q4 2024, up 25% quarter-over-quarter.
  • 592 funds opened new Salesforce positions in Q4 2024 and 87 closed out, a net change of +505 holders.
  • The largest Salesforce buyer in Q4 2024 was JP Morgan Chase, an estimated $1.46B added.
  • The largest Salesforce seller in Q4 2024 was T. Rowe Price Investment Management, an estimated $1.26B sold.

Based on aggregated 13F filings for Q4 2024.